401(k) · DOL Form 5500 · 2024
Caliber Wealth Management 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Diversify Partner Services 401(k) Plan · Sponsored by Caliber Wealth Management · Utah · Finance & Insurance
$11M in assets, 6 participants
Caliber Wealth Management's Diversify Partner Services 401(k) Plan reported $11M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,484 in Finance & Insurance (8,549 peers)
2024 asset change
Diversify Partner Services 401(k) Plan surged 1845.0% in 2024 ($541K → $11M) for 6 participants.
- #3,484
- in Finance & Insurance (8,549 peers)
- +1845.0%
- assets growth YoY
Diversify Partner Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Diversify Partner Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,521,548 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Diversify Partner Services 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Diversify Partner Services 401(k) Plan is a micro filing (6 participants), the leftmost band.
Published 5500 schedule card
Filing strip 471873640 · Caliber Wealth Management PY 2024 · 401(k)
Diversify Partner Services 401(k) Plan · $11M · 6 · 57th
- EIN $11M
- EIN 6
- EIN 57th
- EIN 401(k)
- EIN near Southern Power Systems, Inc. 401(k) Plan
- EIN ind #3484
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Utah →
Diversify Partner Services 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $541K |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $10M |
| Employer EIN | 471873640 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Diversify Partner Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Southern Power Systems, Inc. 401(k) Plan in LA ($11M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.